Chad Milling
Partner and Financial Consultant at Highmark Financial Solutions Group | Poway, California, United States
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Chad Milling is a seasoned Partner and Financial Consultant at Highmark Financial Solutions Group, bringing over 19 years of extensive experience in the financial services industry. His expertise spans a diverse range of specialties, including life insurance, disability insurance, long-term care insurance, annuities, retirement planning, business succession planning, and estate planning. This comprehensive knowledge allows him to provide tailored financial solutions that meet the unique needs of both individual and business clients.
At Highmark Financial Solutions Group, Chad is instrumental in leading key projects that focus on holistic financial planning and risk management. He is particularly adept at developing customized strategies for clients navigating complex financial landscapes, such as 401(k) rollovers and simple IRA setups. His proficiency in succession planning ensures that business owners can transition their enterprises smoothly, safeguarding their legacies while maximizing financial outcomes.
Chad's commitment to client education and empowerment is evident in his approach to insurance planning. He believes that informed clients are better equipped to make decisions that align with their long-term financial goals. Whether discussing the nuances of universal life and whole life policies or exploring the benefits of annuities, Chad's engaging communication style fosters trust and clarity.
Outside of his professional pursuits, Chad is passionate about adventure travel and scuba diving, which reflects his belief in balancing work with personal fulfillment. This adventurous spirit not only enriches his life but also enhances his ability to connect with clients on a personal level, making financial planning a more relatable and enjoyable experience. With Chad Milling at the helm, clients at Highmark Financial Solutions Group can expect a dedicated partner committed to their financial success and well-being.
Partner and Financial Consultant at Highmark Financial Solutions Group in January 2003 to Present
CLU CFP at ProVisors in January 2016 to January 2017
member at BNI® in January 2008 to January 2015
member at BNI® in January 2008 to January 2015
member at BNI® in January 2008 to January 2015
Financial Consultant at Tax and Financial Group in January 1994 to January 2003
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Term Life Insurance
Long Term Care Insurance
Disability Insurance
Universal Life
Whole Life
Succession Planning
401k Rollovers
Buy-sell Agreements
Key Person Insurance
Estate Tax Planning
Simple IRA
Volleyball
Adventure Travel
Boating
Insurance Planning
Retirement Income Strategies
Annuities
Variable Universal Life
IRA Rollovers
Scuba Diving
Backpacking
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What is Chad Milling email address?
Email Chad Milling at [email protected]. This email is the most updated Chad Milling email found in 2026.
How to contact Chad Milling?
To contact Chad Milling send an email to [email protected]. (updated on October 30, 2024)
What company does Chad Milling work for?
Chad Milling works for Highmark Financial Solutions Group
What is Chad Milling's role at Highmark Financial Solutions Group?
Chad Milling is Partner and Financial Consultant
What is Chad Milling's Phone Number?
Chad Milling's phone (213) ***-*714
What industry does Chad Milling work in?
Chad Milling works in the Executive Offices industry.
Chad Milling Email Addresses
Chad Milling Phone Numbers
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